Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PZASX (PRINCIPAL LIFETIME 2050 FUND R-1) | NA | 18.44% | -1.08% | 4.53% | 5.47% | 7.30% | NA | … | … |
Data as of 11/25/2024, Common starting date is 12/23/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PZASX (PRINCIPAL LIFETIME 2050 FUND R-1) | 12/23/2004 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.22 | 18.44 | -1.08 | 4.53 | 5.47 | 7.30 | NA | … | … | 15.63 | 15.39 | -25.91 | 10.44 | 11.40 | 25.62 | -9.48 | 20.99 | 4.69 | -1.62 | 4.78 | 23.46 | 16.36 | -4.82 | 15.02 | 28.62 | -39.56 | 4.22 | 17.26 | 7.38 | 0.37 |
| Sharpe Ratio | NA | 0.99 | -0.34 | 0.11 | 0.25 | NA | NA | … | … | 0.93 | 0.87 | -1.16 | 0.77 | 0.40 | 2.29 | -0.77 | 3.29 | 0.35 | -0.12 | 0.45 | 2.19 | 1.30 | -0.21 | 0.83 | 1.11 | -1.09 | 0.08 | 1.39 | 0.56 | NA |
| Standard Deviation(%) | NA | 11.73 | 17.37 | 18.94 | 15.79 | NA | NA | … | … | 11.19 | 12.94 | 23.51 | 13.56 | 27.74 | 10.55 | 14.01 | 6.22 | 12.98 | 13.24 | 10.49 | 10.72 | 12.61 | 22.99 | 18.07 | 25.65 | 36.88 | 15.41 | 10.14 | 9.27 | NA |
| Draw Down(%) | NA | 7.04 | 29.81 | 32.69 | 32.69 | NA | NA | … | … | 7.04 | 11.00 | 26.70 | 9.97 | 32.69 | 5.59 | 19.02 | 1.85 | 11.35 | 12.03 | 8.12 | 7.73 | 11.02 | 21.95 | 14.75 | 25.06 | 50.18 | 10.18 | 9.73 | 6.17 | NA |
| Yield(%) | 0.00 | 0.22 | 0.75 | 1.92 | 3.48 | 4.30 | 3.57 | … | … | 0.00 | 0.25 | 0.04 | 2.32 | 0.97 | 7.31 | 6.36 | 4.89 | 4.10 | 4.85 | 6.32 | 4.43 | 1.41 | 1.05 | 0.88 | 1.65 | 3.45 | 4.96 | 2.63 | 1.55 | 1.41 |
Data as of 11/25/2024, Common starting date is 12/23/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZASX (PRINCIPAL LIFETIME 2050 FUND R-1) |
-15.95%
Feb 2006 – Feb 2009 |
-2.90%
May 2007 – May 2012 |
3.24%
Dec 2006 – Dec 2016 |
3.17%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PZASX (PRINCIPAL LIFETIME 2050 FUND R-1) |
22.99%
Feb 2009 – Feb 2012 |
19.64%
Feb 2009 – Feb 2014 |
12.28%
Feb 2009 – Feb 2019 |
9.57%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart